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Morningstar OBSR

Morningstar launches discretionary income portfolios for UK
Morningstar launches discretionary income portfolios for UK

  • 01 October 2014
Morningstar unveils managed portfolio service for UK market

Investment services provider Morningstar has launched a managed portfolio service for advisers in the UK.

  • 14 May 2013
Investors should beware Great Rotation, says Morningstar OBSR’s Peter Toogood

Peter Toogood, investment director for Morningstar OBSR, says that there are few signs of a big rotation out of bonds into equities.

  • Fixed Income
  • 24 April 2013
Morningstar loses two top executives
Morningstar loses two top executives

Morningstar has announced that top executives Richard Romer-Lee and Nigel Whittingham have decided to leave the company.

  • 08 October 2012
OBSR cuts rating on Fidelity Moneybuilder, Wealthbuilder funds

The Fidelity Moneybuilder Global and Fidelity Wealthbuilder funds have been lowered to a single ‘A’ rating from ‘AA’ by OBSR, the qualitative research business owned by Morningstar.

  • 29 February 2012
OBSR drops rating on BlackRock UK fund

OBSR, part of Morningstar, has lowered its rating on the BlackRock UK fund to 'A' from 'AA', citing the recent manager change.

  • 22 February 2012
OBSR announces fund rating updates

OBSR, part of Morningstar, has announced updates to its ratings of a number of UK-domiciled funds from providers such as Aviva Investors, Franklin and JPM.

  • 04 January 2012
OBSR updates global fund ratings

Further ratings changes have been announced by OBSR following its Global Funds Ratings Meeting in October.

  • 04 November 2011
*** N/A Best of the web & events
*** N/A Best of the web & events

Jonathan Boyd rounds up the best news and analysis from www.investmenteurope.net

  • Equities
  • 31 October 2011
OBSR launches five year certificate

Morningstar busines OBSR is launching a new certificate scheme to highlight funds that have held an OBSR Fund Rating for five consecutive years or more with the launch of a new certificate scheme.

  • 07 October 2011
Best of the web & events

Jonathan Boyd rounds up the best news and analysis from Investmenteurope.net.

  • 07 October 2011
Morningstar announces new ratings scale

Morningstar, the data and funds analysis company, is adjusting the naming of its new global Analyst Ratings system to avoid confusion with credit ratings.

  • 28 September 2011
OBSR remains neutral stance on equities in latest asset allocation view

Market volatility means that despite share price falls equities still face a possible downside, while yields from fixed income could remain low for a while yet, according to OBSR's latest monthly global investment strategy summary.

  • Equities
  • 14 September 2011
Funds: State Street and Amundi ETFs open to new markets, Optimum targets German property, HSBC Brazil fund rating

State Street opens ETF platform to UK market, Amundi ETFs register in Germany, Italy, the Netherlands and Switzerland, Optimum taps Berlin property market, HSBC Brazil equity fund loses A rating.

  • Alternative Investments
  • 26 July 2011
OBSR removes ratings from HSBC LatAm funds

OBSR, the investment fund research and services company, has removed two Latin American equity funds from HSBC from its global fund ratings service following the departure of senior HSBC portfolio manager Jose Cuervo.

  • 19 July 2011
Funds: Martin Currie, Prudential/RCM, AXA IM rating, OSBR Lux/Ire ratings, Threadneedle

Martin Currie to launch Lux emerging markets product, Prudential chooses RCM BRIC fund, AXA departures prompt fund rating suspension, OSBR issues Lux and Ire fund ratings, Threadneedle hits one year for Lux commodities fund.

  • Commodities
  • 08 July 2011
People Moves: SLI, LGIM, Investec, Mercer, Towers Watson
People Moves: SLI, LGIM, Investec, Mercer, Towers Watson

SLI appoints three fund selectors, LGIM recruits head of global rates from Aberdeen, Investec hires clean power adviser, Mercer recruits retirement specialist from rival, Towers Watson merges investment research teams.

  • Alternative Investments
  • 06 July 2011
Funds: FE crown ratings, Skandia, Schroders UK midcap rating, Source/BoA ML, Octopus - update

Twenty-two new funds gain three crowns in FE ratings, Skandia International picks up emerging markets funds for offshore range, Schroder UK midcap fund loses OBSR AA rating, Source and BoA ML team up for emerging markets ETF, Octopus hits three years...

  • Emerging Markets
  • 04 July 2011
OBSR’s Andy Brunner’s latest asset outlook

Equities are under pressure from short-term factors, but should be buoyed in the medium-term by factors such as above trend global economic growth, says OBSR in its latest monthly Global Investment Strategy note authored by Andy Brunner.

  • 15 June 2011
Morningstar launches new funds rating scale in UK for Q4

Morningstar is implementing a unified ratings system for its qualitative forward-looking research, which will see funds rated 'AAA', 'AA', 'A', 'Neutral', or 'Negative'.

  • 10 June 2011
Funds update: Fidelity and ING IM ratings, Merchant Capital Ucits, Citi Lux securities desk

Fidelity loses Swiss fund rating, ING IM Liquid Euro fund gains top rating, five Ucits funds set to launch on Merchant Capital platform, Citi opens Lux securities desk

  • Equities
  • 08 June 2011
Funds update: Standard Life, Invesco, State Street/AllianceBernstein, FCP

UK mutual fund assets at Standard Life reap over £10bn, Invesco departure prompts fund rating withdrawal, State Street to produce KIIDs on behalf of AllianceBernstein Lux, UK boutique tenders bioethanol plant investment opportunity.

  • Fixed Income
  • 25 May 2011
Slippage in forecasts triggers rethink of global outlook

Old Broad Street Research says in its latest global investment strategy note that growth rates predicted for 2011 into 2012 are marginally off following a challenging first quarter to the year.

  • Equities
  • 18 May 2011
LV = Europe ex-UK fund removed from ratings service

LVAM has had its Europe ex-UK fund removed from the OBSR Fund Ratings Service, following the departures of co-managers Mark Page and Laurent Millet.

  • 26 April 2011
12

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Invesco strengthens sales team in Germany
Invesco strengthens sales team in Germany
Swiss regulator proposes sanctions against GAM for not disclosing liabilities
Swiss regulator proposes sanctions against GAM for not disclosing liabilities
WisdomTree unveils first bitcoin ETP
WisdomTree unveils first bitcoin ETP
Hundreds of jobs in the balance at GAM - reports
Hundreds of jobs in the balance at GAM - reports
Deutsche Bank unveils ESG multi-asset fund exclusively in Spain
Deutsche Bank unveils ESG multi-asset fund exclusively in Spain
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